Update Expense Report

PATCH /accounting/expense-reports/{id}

Group: Accounting › Expense Reports · Operation ID: updateExpenseReport

Updates the expense report with the given identifier. Only the fields in the request body change.

Only the fields in the request body change. Expense items change through three arrays, applied in the order delete, then update, then create, so one call can retire an item and add its replacement. updateExpenseItems and deleteExpenseItems address items by the id the report publishes, and an item id belonging to another report is refused with ITEM_NOT_FOUND. Omit all three to leave the items untouched. reimbursable stays derived: after the merge the report is reimbursable unless a surviving item sets it to false. The response is empty. Read the record with GET accounting/expense-reports/:id.

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Parameters

Name In Type Required Description
Api-Version header "v1" yes The API version this request targets, named by its public identifier. Required on every request; omitting it, or naming a version this company does not have, is answered with 400. This document describes version v1.
Idempotency-Key header string no An opaque caller-chosen string (1-255 characters) that makes this request safe to retry. Repeating the same key with an identical request body replays the original response instead of re-executing - but only once that original request succeeded; a failed attempt re-executes on retry. Repeating the key with a different body is answered with 422. A key still in flight is answered with 409 - as is a key whose original request was interrupted before it finished, for a few minutes afterwards, until that attempt is presumed dead. A completed response stays replayable for 24 hours. The key is scoped to the caller, not to the action: reusing it for a different action is answered with 409 or 422 rather than treated independently. On read actions this header is ignored. On write actions that cannot offer the guarantee it is answered with 400 IDEMPOTENCY_NOT_SUPPORTED rather than silently ignored.
id path string yes The unique identifier for the expense report to update.

Request body

Required, application/json: updateExpenseReportInput.

Field Type Required Description
employeeId string no The employee the report belongs to, given as an id. See id on GET people/:id. Omit to leave unchanged.
entityId string no The legal entity the report is posted under, given as an id. See id on GET base/entities. Omit to leave unchanged.
reimbursementCurrency string no The currency the employee is reimbursed in. Format ISO 4217, for example 'USD'. Omit to leave unchanged.
submittedDate string (date) no The date the report is submitted. Use format YYYY-MM-DD. Omit to leave unchanged.
departmentId string no The department the report is charged to, given as an id. See id on GET departments/:id. Omit to leave unchanged.
offsetAccountId string no The GL offset account for the reimbursement, given as an id. See id on GET accounting/accounts/:id. Omit to leave unchanged.
externalExpenseReportId string no The identifier this report has in the upstream system that produced it. Omit to leave unchanged.
externalUrl string no A link to the report in the upstream system that produced it. Omit to leave unchanged.
origin string no The source system this report came from, as free-form text. Omit to leave unchanged.
markAsPaid boolean no Whether the report is marked paid. Omit to leave unchanged.
createExpenseItems array of object no The expense items to add. Omit for no additions.
createExpenseItems[].amount string (decimal) yes The amount of the expense, as a decimal in this item's own currency.
createExpenseItems[].currency string yes The currency the expense was incurred in. Format ISO 4217, for example 'USD'. Governs this item's amount, and need not match the report's reimbursementCurrency.
createExpenseItems[].billDate string (date) yes The date on the receipt. Use format YYYY-MM-DD.
createExpenseItems[].merchant string yes The merchant the expense was paid to, as printed on the receipt.
createExpenseItems[].expenseType string yes The kind of expense. Values include 'Pur' (purchase), 'Dis' (distance traveled) and 'PerDiem'.
createExpenseItems[].description string no A description of the expense.
createExpenseItems[].categoryId string no The expense category this item is booked under. See id on GET accounting/expense-categories/:id.
createExpenseItems[].accountId string no The GL account this item posts to. See id on GET accounting/accounts/:id. Omit to let the category decide.
createExpenseItems[].reimbursable boolean no Whether this item is reimbursed to the employee. Defaults to true.
createExpenseItems[].externalExpenseItemId string no The identifier this item has in the upstream system that produced it.
createExpenseItems[].origin string no The source system this item came from, as free-form text.
createExpenseItems[].attendees string no Who attended, when the item's category requires it. Free text.
createExpenseItems[].attachments array of object no Receipts for this item, each naming an already-uploaded file by its id. Required when the category sets requireAttachment. On an existing item, omitting this leaves its attachments untouched, and an empty array clears them.
createExpenseItems[].attachments[].fileName string yes The display name of the attached file.
createExpenseItems[].attachments[].fileId string yes The identifier of the already-uploaded file. There is no endpoint for it.
updateExpenseItems array of object no The expense items to change, each addressed by the id the report publishes. Every field but the id is optional, and omitting one leaves it unchanged. Omit for no changes.
updateExpenseItems[].id string yes The unique identifier for the expense item to change. It must belong to this report.
updateExpenseItems[].amount string (decimal) no The amount of the expense, as a decimal in this item's own currency.
updateExpenseItems[].currency string no The currency the expense was incurred in. Format ISO 4217, for example 'USD'. Governs this item's amount, and need not match the report's reimbursementCurrency.
updateExpenseItems[].billDate string (date) no The date on the receipt. Use format YYYY-MM-DD.
updateExpenseItems[].merchant string no The merchant the expense was paid to, as printed on the receipt.
updateExpenseItems[].expenseType string no The kind of expense. Values include 'Pur' (purchase), 'Dis' (distance traveled) and 'PerDiem'.
updateExpenseItems[].description string no A description of the expense.
updateExpenseItems[].categoryId string no The expense category this item is booked under. See id on GET accounting/expense-categories/:id.
updateExpenseItems[].accountId string no The GL account this item posts to. See id on GET accounting/accounts/:id. Omit to let the category decide.
updateExpenseItems[].reimbursable boolean no Whether this item is reimbursed to the employee. Defaults to true.
updateExpenseItems[].externalExpenseItemId string no The identifier this item has in the upstream system that produced it.
updateExpenseItems[].origin string no The source system this item came from, as free-form text.
updateExpenseItems[].attendees string no Who attended, when the item's category requires it. Free text.
updateExpenseItems[].attachments array of object no Receipts for this item, each naming an already-uploaded file by its id. Required when the category sets requireAttachment. On an existing item, omitting this leaves its attachments untouched, and an empty array clears them.
updateExpenseItems[].attachments[].fileName string yes The display name of the attached file.
updateExpenseItems[].attachments[].fileId string yes The identifier of the already-uploaded file. There is no endpoint for it.
deleteExpenseItems array of string no The ids of expense items to remove, applied before the updates and creates. Each must belong to this report. Omit for no deletions.

Example:

{
  "employeeId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "entityId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "reimbursementCurrency": "<reimbursementCurrency>",
  "submittedDate": "2026-01-15",
  "departmentId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "offsetAccountId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "externalExpenseReportId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
  "externalUrl": "<externalUrl>",
  "origin": "<origin>",
  "markAsPaid": true,
  "createExpenseItems": [
    {
      "amount": "12.50",
      "currency": "EUR",
      "billDate": "2026-08-21",
      "merchant": "Taxi",
      "expenseType": "Pur"
    }
  ],
  "updateExpenseItems": [
    {
      "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "amount": "19.99",
      "currency": "<currency>",
      "billDate": "2026-01-15",
      "merchant": "<merchant>",
      "expenseType": "<expenseType>",
      "description": "<description>",
      "categoryId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "accountId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "reimbursable": true,
      "externalExpenseItemId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "origin": "<origin>",
      "attendees": "<attendees>",
      "attachments": [
        {
          "fileName": "<fileName>",
          "fileId": "3fa85f64-5717-4562-b3fc-2c963f66afa6"
        }
      ]
    }
  ],
  "deleteExpenseItems": [
    "<deleteExpenseItems>"
  ]
}

Response

200 Success

Response headers

Errors

Code Status
NOT_FOUND 400
REFERENCE_NOT_FOUND 400
ITEM_NOT_FOUND 400
TOO_MANY_LINES 400
CATEGORY_REQUIREMENT_UNMET 400
CATEGORY_INACTIVE 400
ITEM_NEEDS_CATEGORY_OR_ACCOUNT 400
IDEMPOTENCY_KEY_CONFLICT 409
IDEMPOTENCY_PAYLOAD_MISMATCH 422

Statuses